2024 SOLO & SMALL FIRM CONFERENCE
Institute
ITEM #:  1046662501   |   EVENT CODE:  509159
MEMBER PRICE
$395.00
STANDARD PRICE
$445.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

DULUTH

Monday, August 5, 2024 - Tuesday, August 6, 2024

7:30 AM - 4:15 PM   |   Check-In:  7:15 AM

DECC

Duluth Entertainment Conv Ctr

350 Harbor Dr

Duluth, MN 55802

2024 Solo & Small Firm Conference

Join Us in Duluth for an Exceptional Learning and Networking Opportunity in a Fun, Family-Friendly Atmosphere!

The can't-miss event for solo and small firm attorneys!
Minnesota CLE’s beloved Solo & Small Firm Conference returns to Duluth on August 4-6, 2024 with great content and great fun for all attendees and their families. Don’t miss this once-a-year opportunity to improve your practice and enjoy a wonderful conference experience.

Join other solo and small firm attorneys in Duluth for a great time of learning, networking, and relaxation.
The Conference itself includes more than 40 helpful sessions – and you choose the ones that are best for you. Topics covered include practice management ideas, best technology tools, timesaving tips, substantive law, marketing and more! You'll learn strategies and hear ideas to help your law practice become more successful, to minimize stress, and to help you have more time to enjoy life. Spend time listening to and discussing practice issues with those who know it best…other solo and small firm attorneys from around the state. There is no place like it – where you can learn so much and have such a good time in the process.

And, as always, your family is welcome!
We invite your family to attend, at no extra charge, Sunday’s opening reception hosted by Minnesota Lawyers Mutual, our Monday evening event at the Duluth Depot, and the Conference lunches on both Monday and Tuesday. Of course, just being in Duluth in the summer is a great get-away. Your family will enjoy the lake walk, the ship watching, the beautiful scenery, and all that Duluth has to offer.

Click HERE to RSVP for the Sunday Evening Welcome Reception and the Monday Evening Night at the Depot.


Here are some of the sessions featured at this year's conference:

  • Big Changes in Family Law, Child Support and Court Rules – and Practice Tips and Strategies
  • New Legislation Regarding TODDs and the Latest on Electronic Wills
  • Helping Small Businesses Deal with New Minnesota Employment Laws
  • New Legislation Impacting Real Estate
  • Criminal Law 101
  • 30 Great Technology Tips to Help You Litigate Better – Software, Tools, Apps, and Incredibly Useful Websites
  • How to Make Your Work Life Better – How to Get Control of Your Day, Reduce Your Anxiety and Increase Your Productivity
  • How to Manage Multiple Tasks and Deadlines with Tools You Already Own
  • Marketing Roundtable – Ideas to Help You Create the Right New Business
  • The MLM Malpractice Report – Who Is Getting Sued and For What? Including Significant Changes in Liability Law and Steps You Can Take to Minimize Risk and Protect Your Practice
  • Hiring, Contracting, Outsourcing and Other Ways to Get the Support You Need
  • Business Planning: How It Can Help Your Practice, Save You Headaches, and Improve Your Life
  • 5 Secrets for Generating More Revenue Without Hiring More Staff or Working More Hours
  • Manage Your Client Relations Effectively and Ethically – 7 Forms You Should Be Using
  • 7 Tech Mistakes You Do Not Want to Make
  • The AI Tools Available and How to Use Them Most Effectively – with Demonstrations
  • Conflict Management – With Coworkers, Clients, or Anyone Else
  • Re-Branding Yourself
  • Pricing, Billing, and Getting Paid
  • Understanding Stress, Trauma, Mental Health, and Addiction in the Legal Profession
  • The Ethics of Withdrawing From Representation
  • And More!


All Attendees Receive More than $850 in BONUS Practice Resources, Including:

  • FREE Hard Copy of Kent Gernander's Client Relations Deskbook with eFormbook
  • FREE 1-year Subscription to the LinkedLaw Deskbook of your choice
  • FREE 1-year Subscription to the Minnesota CLE eCoursebook Collection
  • FREE Minnesota CLE  Hard Copy Deskbook with purchase of another Hard Copy Deskbook
  • $75 in Minnesota CLE  Publications Bonus Bucks
  • 4 FREE Post-Conference Webcasts
  • And More! 


Don’t miss this once-a-year opportunity to improve your practice and enjoy a wonderful conference experience.

Day 1 – August 5, 2024


7:15 – 8:15 a.m.
CHECK-IN, CONTINENTAL BREAKFAST & NETWORKING


7:30 – 8:15 a.m.
SUNRISE SESSIONS

  • Exit Strategies for the Retiring Solo/Small Firm Lawyer
    Roy S. Ginsburg
  • Lessons Learned in Building Our Small Firm Practice – Marketing, Finance and More
    Kay A. Biga


8:15 – 8:30 a.m.
WELCOME & INTRODUCTION


8:30 – 8:45 a.m.
MSBA PRESIDENT’S WELCOME
Samuel J. Edmunds (invited)


8:45 – 9:30 a.m.
MONDAY KEYNOTE ADDRESS
How to Make Your Work Life Better – How to Get Control of Your Day, Reduce Your Anxiety and Increase Your Productivity!
Paul J. Unger; Affinity Consulting Group; Atlanta, Georgia


9:30 – 10:00 a.m.
NETWORKING & EXHIBITOR TIME


10:00 – 11:00 a.m.
BREAKOUT SESSION A

A1
The Big Changes in Family Law, Child Support and Court Rules – and Practice Tips and Strategies

Lymari J. Santana

A2
An Estate Planning Law and Practice Update Including New Legislation Regarding TODDs and the Latest on Electronic Wills

Repeated at #F2
J. Steve Nys

A3
10 Tips to Make Your Litigation Case Better and Easier

Chad A. Snyder

A4
Help! My Inbox is Exploding! – How to Efficiently Process Email and Get Your Inbox Under Control

Paul J. Unger

A5
Marketing Roundtable – Ideas to Help You Create the Right New Business

Roy S. Ginsburg, Heather D. Olson & Benjamin A. Wagner
Leanne R. Fuith (moderator)


11:00 – 11:15 a.m.
NETWORKING & EXHIBITOR TIME


11:15 a.m. – 12:15 p.m.
BREAKOUT SESSION B

B1
Important Lessons Learned in 50 Years of Representing Individuals, Private Businesses and Nonprofits

J. Patrick Plunkett

B2
Preparing Client Estate Plans: A Balancing Act Between Avoiding Probate and Avoiding Medical Assistance Recovery Claims

Back by Popular Demand
Jill M. Sauber

B3
Tax Matters You Absolutely Need to Understand and How They Will Impact Your Clients

Benjamin A. Wagner

B4
How to Manage Multiple Tasks and Deadlines with Tools You Already Own

Paul J. Unger

B5
I Need Help! Hiring, Contracting, Outsourcing and Other Ways to Get the Support You Need

Jess L. Birken, Jason C. Kohlmeyer & Erin K. Turner
Eric T. Cooperstein (moderator)


12:15 – 1:15 p.m.
LUNCH & NETWORKING
NOTE FOR SOLO & SMALL PRACTICE EXPERIENCE SECTION MEMBERS – Join your fellow Section members for lunch in the French River Room for good conversation and a discussion of Section matters.


1:15 – 1:45  p.m.
AFTERNOON PLENARY SESSION
State of the Art: Sifting Through the Latest Data on Solo/Small Practice
Eric T. Cooperstein; Law Office of Eric T. Cooperstein, PLLC; Minneapolis


1:45 – 2:00 p.m.
NETWORKING & EXHIBITOR TIME


2:00 – 3:00 p.m.
BREAKOUT SESSION C

C1
Helping Small Businesses Deal with the Myriad of New Minnesota Employment Laws

Leonard B. Segal

C2
7 Hard Probate Questions and Their Answers – From Identifying Clients, to Creditor Claims, to Closing Statements, and More

Susan L. Waldie

C3
The Best 30 Technology Tips I Know – They Can Make Practice Easier

Paul J. Unger

C4
Business Planning: How It Can Help Your Practice, Save You Headaches, and Improve Your Life

Leanne R. Fuith

C5
Manage Your Client Relations Effectively and Ethically – 7 Forms You Should (and may not) Be Using
(Illustrated with your complimentary Client Relations Formbook)
1.0 ethics credit applied for
Kent A. Gernander


3:00 – 3:15 p.m.
NETWORKING & EXHIBITOR TIME


3:15 – 4:15 p.m.
BREAKOUT SESSION D

D1
Watch Out! 10 Mistakes Attorneys Make in Drafting Wills

J. Patrick Plunkett

D2
30 Great Technology Tips to Help You Litigate Better – Software, Tools, Apps, and Incredibly Useful Websites

Paul J. Unger

D3
How to Set Up a Process for Dealing with Every Client Matter – From Intake Through Workflow and Even Closing the File

Heather D. Olson

D4
5 Secrets for Generating More Revenue Without Hiring More Staff or Working More Hours

Back by Popular Demand
Heather M. Gilbert

D5
Don’t Let the Jerks Get You Down – Dealing with Difficult Persons Including the Professional and Ethical Rules and Obligations that Guide You

1.0 ethics credit applied for
Chad A. Snyder


JOIN US FOR THESE MONDAY EVENING ACTIVITIES:

  • Solo and Small Practice Section Happy Hour  (4:15 – 5:30 p.m.)
    The MSBA Solo and Small Practice Experience Section invites you to a social hour on Monday between 4:15 – 5:30 p.m. It will be a fun opportunity to catch up and connect with other solo and small firm practitioners.
  • Night at the Train Depot  (6:30 – 9:00 p.m.)
    Later on Monday evening we are visiting an exciting new venue. Join us for a “Night at the Train Depot,” sponsored by the Duluth law firms of Johnson Killen & Seiler, Trial Group North as well as Reyelts Resolutions. You and your family will enjoy exploring the train depot and the trolley ride. Beverages, light hors d’oeuvres, and great fun all will be provided!


Day 2 – August 6, 2024


7:15 – 8:15 a.m.
CONTINENTAL BREAKFAST & NETWORKING


7:30 – 8:15 a.m.
SUNRISE SESSIONS

  • Creating Images and Videos Using AI (It’s Easy!)
    Paul M. Floyd
  • Technology Tips and Tricks Every Solo Should Use to Make Practice Easier
    Todd C. Scott


8:15 – 8:30 a.m.
INTRODUCTION TO DAY 2


8:30 – 9:15 a.m.
TUESDAY KEYNOTE ADDRESS
The Benefits of Using AI – How It Can Make Your Workflow Faster and More Accurate
Joshua Weaver; Texas Opportunity & Justice Incubator; Austin, Texas


9:15 – 9:45 a.m.
NETWORKING & EXHIBITOR TIME


9:45 – 10:45 a.m.
BREAKOUT SESSION E

E1
New Legislation Impacting Real Estate – Including Landlord-Tenant, TODDs, the New Lobbying Rules, Contracts for Deed, Plus the U.S. Supreme Court Sheetz Case Impacting Real Estate Developments

Jennifer L. Carey

E2
Dealing with the New Sick and Safe Time Law: A Survival Guide for the Small Business

Leonard B. Segal

E3
7 Tech Mistakes You Do Not Want to Make!

Todd C. Scott

E4
The Systems We Use to Increase Efficiency

Jess L. Birken, Jill M. Sauber & Erin K. Turner
Eric T. Cooperstein (moderator)

E5
Re-Branding Yourself – It’s Possible to Change Your Practice and Here’s How

Heather M. Gilbert


10:45 – 11:00 a.m.
NETWORKING & EXHIBITOR TIME


11:00 a.m. – 12:00 p.m.
BREAKOUT SESSION F

F1
Real Estate for the Family Lawyer

Marty G. Helle

F2
An Estate Planning Law and Practice Update Including New Legislation Regarding TODDs and the Latest on Electronic Wills

Repeat of #A2
J. Steve Nys

F3
Practical Use of ChatGPT – How to Get It, Use It, Prompt It, and Do It Safely

Paul M. Floyd, Todd C. Scott & Joshua Weaver

F4
Our Experiences Hiring, Paying, Training, and Keeping Staff Happy

Kay A. Biga & Patrick M. Spott

F5
Pricing, Billing and Getting Paid

Jason C. Kohlmeyer, Yvonne M. Novak & Heather D. Olson
Roy S. Ginsburg (moderator)


12:00 – 1:00 p.m.
LUNCH & NETWORKING
NOTE FOR GREATER MINNESOTA SECTION MEMBERS – Join your fellow Section members for lunch in the French River Room for good conversation and a discussion of Section matters, including solutions for hiring in Greater MN.


1:00 – 1:30 p.m.
AFTERNOON PLENARY SESSION
The MLM Malpractice Report – Who Is Getting Sued and For What? Including Significant Changes in Liability Law and Steps You Can Take to Minimize Risk and Protect Your Practice
Joy Malbon-Griffin; Minnesota Lawyers Mutual Insurance Company; Richmond, Virginia


1:30 – 1:45 p.m.
NETWORKING & EXHIBITOR TIME


1:45 – 2:45 p.m.
BREAKOUT SESSION G

G1
Real Estate for the Estate Planning and Probate Attorney

Marty G. Helle

G2
Criminal Law 101 – Understanding the Basics of Criminal Law and Procedure

Andrew T. Poole

G3
Microsoft Word for Dummies – 15 Tips to Make Your Work More Efficient and Easier

Jill M. Sauber

G4
I Wish I Knew Then What I Know Now – Lessons Learned in Owning and Operating a Solo and Small Firm

Jess L. Birken, Yvonne M. Novak & Lymari J. Santana
Paul M. Floyd (moderator)

G5
Enough Is Enough! The Ethics of Withdrawing From Representation

1.0 ethics credit applied for
Eric T. Cooperstein


2:45 – 3:00 p.m.
NETWORKING & EXHIBITOR TIME


3:00 – 4:00 p.m.
BREAKOUT SESSION H

H1
A Roadmap to Effective, Ethical Business Development

1.0 ethics credit applied for
Roy S. Ginsburg

H2
The AI Tools Available and How to Use Them Most Effectively – With Demonstrations

Joshua Weaver

H3
Conflict Management – With Coworkers, Clients, or Anyone Else: How to Bring Down the Temperature and Get Resolution

Patrick M. Spott

H4
Understanding Stress, Trauma, Mental Health, and Addiction in the Legal Profession

1.0 elimination of bias credit applied for
Joan Bibelhausen & Jon Tynjala

LIVE IN-PERSON
Sunday-Tuesday, August 4-6, 2024
Duluth Entertainment Convention Center
350 Harbor Drive
Duluth, Minnesota

Make Hotel Reservations Early!
Minnesota CLE has secured reduced room rates at four great hotels in wonderful locations near the Duluth Entertainment Convention Center (DECC). Reservations must be made by the dates noted below. Be sure to mention the Minnesota CLE Solo and Small Firm Conference when making your reservations.  

Pier B Resort
$259-$289

800 West Railroad Street (on the harbor near the DECC)
218-481-8888
Reserve by:  July 13, 2024

Inn on Lake Superior
$235-$322
350 Canal Park Drive (in Canal Park adjacent to the Lakewalk)
218-726-1111  /  888-668-4352
Reserve by:  July 4, 2024

Canal Park Lodge
$259-$309
250 Canal Park Drive (in Canal Park adjacent to the Lakewalk)
218-279-6000
Reserve by:  July 27, 2024

Fairfield Inn & Suites Duluth Waterfront
$199
1000 Minnesota Avenue (on Park Point)
218-623-3247
Reserve by:  July 12, 2024


For additional lodging options, visit: 
www.visitduluth.com/lodging

$395 MSBA members / $395 paralegals / $445 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 12.0 total CLE credits. We also have applied for 1.0 ethics credit each for sessions #C5, #D5, #G5 and #H1 and for 1.0 elimination of bias credit for session #H4. The maximum number of total credits attendees may claim for this program is 12.0 credits, not including the post-conference webcasts.

SPONSORED BY:
MEMBER PRICE
$395.00
STANDARD PRICE
$445.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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